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28. Quick Start Guides

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28. Quick Start Guides

Short, numbered procedures. Each links to the full section for anything not obvious from the steps alone.

Add your first product

  1. Go to Products → Create.
  2. Details tab: enter Title (required); Subtitle/Description optional.
  3. Organize tab: set Type/Collection/Categories/Tags if relevant (all optional today — neither existing product uses them).
  4. Variants tab: define an Option (e.g. “Size”) and its Values (e.g. “250ml”, “500ml”). One variant row is generated per value.
  5. Give each variant a SKU and Price.
  6. Add product metadata: hsn_code, gst_rate, fssai_number — match the pattern of the existing two products exactly (typos here silently break GST invoicing later).
  7. Upload real images to the Media step; mark one as thumbnail.
  8. Set Inventory — a real Stock Quantity, not left at 0.
  9. Save as Draft first, run through the publishing checklist, then flip Status to Published.

Full detail: [Section 3]/03-product-management/, [Section 4]/04-product-variants/.

Add inventory

  1. Go to Inventory, find the SKU.
  2. Open Adjust Inventory.
  3. Enter the new total In Stock number — not the amount you’re adding.
  4. Save.
  5. Outside the system: note what changed and why — there’s no built-in reason field.

Full detail: [Section 5]/05-inventory-management/#receiving-new-stock.

Process your first order

  1. Open the order from Orders.
  2. Verify Payment status is captured (or confirm business policy if only authorized).
  3. Verify line items and shipping address.
  4. Click Fulfill Items — pick Location, Shipping Method, item quantities.
  5. Once physically shipped, click Mark as Shipped — enter real tracking info (don’t invent a courier name or timeline).
  6. Once delivered, click Mark as Delivered.

Full detail: [Section 9]/09-order-processing-sop/.

Create a coupon (Promotion)

  1. Go to Promotions → Create.
  2. Choose Code-based or Automatic.
  3. Choose standard or buyget, and fixed or percentage.
  4. Set the discount Value, Allocation, and Target Type.
  5. Add Rules for any restrictions (minimum spend, specific products, customer group).
  6. If it needs a date range, create it inside a Campaign instead of standalone.
  7. Set Status to draft while testing; active only once verified against a real cart.

Full detail: [Section 11]/11-coupons-and-discounts/. Do not invent a real discount value — none exist yet; confirm with the business first.

Process a refund

  1. Open the order → Payment section.
  2. Click Refund.
  3. Pick the payment (if more than one), enter the Amount (partial is fine), pick a Refund Reason, add a Note.
  4. Save — Payment status updates to refunded/partially_refunded automatically.

If this is a full cancellation before shipment, use Cancel on the order instead — it refunds automatically as part of the same action. Full detail: [Section 15]/15-refunds-and-returns/.

Perform stock adjustment

Same steps as “Add inventory” above — it’s the same single mechanism for any kind of change (receiving, correcting a miscount, writing off damage). Full detail: [Section 5]/05-inventory-management/#stock-adjustment.

Run a sales report

There is no built-in report. Real steps:

  1. Go to Orders → Export.
  2. Apply the date-range/status filters you need first.
  3. Export to CSV.
  4. Build the actual report in a spreadsheet.

Full detail: [Section 17]/17-reports/.

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